Performance scenarios

Danske Invest Compass 75 Fund G

Date


Recommended holding period: 5 years
Example Investment: EUR 10,000
If you exit after
1 year
If you exit after
3 years
If you exit after
5 years
Stress What you might get back after costs EUR 5,124 EUR 7,484 EUR 7,400
Average return each year -48.8 % -25.2 % -26 %
Unfavourable What you might get back after costs EUR 8,366 EUR 9,211 EUR 11,075
Average return each year -16.3 % -7.9 % 10.7 %
Moderate What you might get back after costs EUR 10,369 EUR 11,446 EUR 13,459
Average return each year 3.7 % 14.5 % 34.6 %
Favourable What you might get back after costs EUR 13,599 EUR 14,846 EUR 15,711
Average return each year 36 % 48.5 % 57.1 %
Unfavourable scenario: This type of scenario occurred for an investment between 30.06.2015 and 30.06.2020.
Moderate scenario: This type of scenario occurred for an investment between 31.12.2019 and 31.12.2024.
Favourable scenario: This type of scenario occurred for an investment between 31.03.2020 and 31.03.2025.



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